Anic Equity¶
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Total return since start: 0.558 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47602.78 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46207.97 Kr¶
PnL: ---------------------------------------> -680.6 Kr¶
DD now: ---------------------------------> -2.112 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 15:34:25.426684'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.730000 | 2789.500000 | 153.500000 | 5.820000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.920000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| Corem Property Group B | 59 | -1.680000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| AcadeMedia | 12 | 0.000000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.660000 | 390.400000 | 35.400000 | 9.970000 | 355.000000 |
| HMS Networks | 2 | -1.340000 | 707.600000 | 34.600000 | 5.140000 | 673.000000 |
| MedCap | 2 | -2.150000 | 455.000000 | 34.000000 | 8.080000 | 421.000000 |
| Boozt | 12 | -0.140000 | 1686.000000 | 32.000000 | 1.930000 | 1653.999996 |
| Resurs Holding | 22 | 0.330000 | 605.660000 | 31.660000 | 5.520000 | 573.999998 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Norva24 Group | 16 | -0.400000 | 562.560000 | 19.560000 | 3.600000 | 543.000000 |
| SAAB B | 8 | -0.210000 | 3396.000000 | 19.000000 | 0.560000 | 3377.000000 |
| Intrum | 4 | -0.260000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| OEM International B | 7 | -0.130000 | 543.900000 | 15.900000 | 3.010000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 0.680000 | 583.920000 | 13.920000 | 2.440000 | 570.000000 |
| Swedbank A | 3 | 1.450000 | 576.750000 | 12.750000 | 2.260000 | 564.000000 |
| Coor Service Management Hold. | 8 | -0.660000 | 543.200000 | 11.200000 | 2.110000 | 532.000000 |
| Eastnine | 4 | -1.570000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Handelsbanken A | 5 | -0.050000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.130000 | 3448.680000 | -5.320000 | -0.150000 | 3453.999992 |
| CTEK | 13 | -2.660000 | 522.340000 | -11.660000 | -2.180000 | 533.999999 |
| Midsona B | 63 | 0.000000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| Essity B | 2 | -1.350000 | 555.600000 | -18.400000 | -3.210000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.610000 | 560.000000 | -34.570000 | -5.810000 | 594.565215 |
| Essity A | 4 | -1.590000 | 1114.000000 | -35.000000 | -3.050000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.000000 | 3804.500000 | -45.500000 | -1.180000 | 3850.000000 |
| Vivesto | 1368 | -0.550000 | 548.570000 | -64.430000 | -10.510000 | 612.999432 |
| Axfood | 13 | -1.490000 | 3606.200000 | -149.800000 | -3.990000 | 3756.000001 |
| OX2 | 18 | -0.750000 | 1429.200000 | -234.800000 | -14.110000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.900000 | 3563.000000 | -248.000000 | -6.510000 | 3810.999990 |
| Ovzon | 52 | -3.210000 | 2818.400000 | -543.600000 | -16.170000 | 3361.999992 |
| TOTAL | 46207.970000 | -680.600000 | -2.1121% | 46888.564618 |
Updated:¶
'2023-01-24 15:34:37.710197'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
